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Wealthminder is a digital marketplace dedicated to helping people find and connect with licensed financial advisors. Two thirds of American households are not on track to achieve their financial goals, yet those who work with an advisor are much more likely to both achieve their goals and to achieve higher returns on their investment portfolios. Plan wisely. Live fully. Get started today.

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Website http://www.wealthminder.com
Revenue $26 million
Funding $1.4 million
Employees 2 (2 on RocketReach)
Founded 2013
Address 1765 Greensboro Station Pl, Mc Lean, Virginia 22102, US
Phone (571) 766-8021
Industry Finance, Investment Management, Finance General, Financial Services, Risk Management, Wealth Management
Competitors Bambu B2B Robo Advisor, Korving & Company, WeInvest - Digital Wealth Platform, Wealthfront, eMoney Advisor
SIC SIC Code 628 Companies, SIC Code 62 Companies
NAICS NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies

Wealthminder Questions

The Wealthminder annual revenue was $26 million in 2023.

2 people are employed at Wealthminder.

Wealthminder is based in Mc Lean, Virginia.

The NAICS codes for Wealthminder are [5239, 52393, 52, 523].

The SIC codes for Wealthminder are [628, 62].

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